农产品日报 | 2025-06-19 供应仍显宽松，猪价震荡运行 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2509合约13835元/吨，较前交易日变动+20.00元/吨，幅度+0.14%。现货方面，河南地区 外三元生猪价格14.30元/公斤，较前交易日变动+0.02元/公斤，现货基差 LH09+465，较前交易日变动+0；江苏地 区外三元生猪价格 14.61元/公斤，较前交易日变动-0.02元/公斤，现货基差LH09+775，较前交易日变动-40；四川 地区外三元生猪价格13.85元/公斤，较前交易日变动-0.13元/公斤，现货基差LH09+15，较前交易日变动-150。 据农业农村部监测，6月18日"农产品批发价格200指数"为112.64，比昨天下降0.19个点，"菜篮子"产品批发价格指 数为112.64，比昨天下降0.22个点。全国农产品批发市场猪肉平均价格为20.24元/公斤，与昨天持平；牛肉63.80元/ 公斤，比昨天上升0.4%；羊肉59.87元/公斤，比昨天上升0.7%；鸡蛋7.15元/公斤，比昨天下降1.4%；白条鸡16.99 元/公斤，比昨天上升0.6%。 市场分析 综合来看， ...

Core Viewpoint - The introduction of the "Jinhua Two-Headed Black Pig Industry Development Promotion Regulations" aims to enhance the development of the Jinhua Two-Headed Black Pig, also known as the "Chinese Panda Pig," which is essential for producing authentic Jinhua ham, a product with a 1700-year history [1][3][5]. Group 1: Industry Growth Projections - By 2024, the number of breeding sows and market pigs for the Jinhua Two-Headed Black Pig is projected to reach 8,253 and 90,300 respectively, representing year-on-year increases of 33% and 35.4% [3]. - The total industrial output value of the Jinhua Two-Headed Black Pig is expected to exceed 1 billion yuan [3]. - Jinhua ham production is anticipated to reach 4 million pieces, with an industrial output value of 2.3 billion yuan, reflecting year-on-year growth of 14.3% and 15% respectively [3]. Group 2: Regulatory Framework - The regulations consist of 6 chapters and 28 articles, focusing on the protection, inheritance, and institutional development of the industry [5]. - Key provisions include establishing geographical indication protection mechanisms for the Jinhua Two-Headed Black Pig and Jinhua ham, guiding operators in the traditional production process, and standardizing the use of geographical indications [5]. - The regulations also aim to improve the breeding system by combining live breeding and genetic material preservation, and establishing a genetic resource bank for the Jinhua Two-Headed Black Pig [5].

农产品日报 | 2025-06-18 出栏略有减少，猪价维持震荡 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2509合约13815元/吨，较前交易日变动+35.00元/吨，幅度+0.25%。现货方面，河南地区 外三元生猪价格14.28元/公斤，较前交易日变动+0.00元/公斤，现货基差 LH09+465，较前交易日变动-35；江苏地 区外三元生猪价格 14.63元/公斤，较前交易日变动+0.05元/公斤，现货基差LH09+815，较前交易日变动+15；四川 地区外三元生猪价格13.98元/公斤，较前交易日变动+0.00元/公斤，现货基差LH09+165，较前交易日变动-35。 据农业农村部监测，6月17日"农产品批发价格200指数"为112.83，与昨天持平，"菜篮子"产品批发价格指数为112.86， 与昨天持平。截至今日14:00时，全国农产品批发市场猪肉平均价格为20.23元/公斤，比昨天下降0.7%；牛肉63.54 元/公斤，比昨天上升0.1%；羊肉59.46元/公斤，比昨天下降0.3%；鸡蛋7.25元/公斤，比昨天下降0.4%；白条鸡16.89 元/公斤，比昨天下降1.8%。 市场分析 综 ...

Core Insights - The agricultural cooperation between Central Asian countries and China is expanding, benefiting more people in the region [1] Group 1: Agricultural Technology Exchange - The collaboration includes exchanges between universities and farms, with a focus on smart agriculture and greenhouse technology [2][3] - Chinese institutions, such as Northwest A&F University, are sharing advanced agricultural technologies, including real-time monitoring systems for crop production [2] - The Kazakh government is promoting the enhancement of agricultural intelligence, which aligns with China's technological advancements [3] Group 2: Investment and Employment Opportunities - Chinese companies, like Xi'an Aijiu Group, have established processing facilities in Kazakhstan, creating job opportunities for local residents [4] - The group has signed a 1.5 million mu "contract farming" agreement to address local farmers' funding and market access issues [4] - The investment has led to significant local employment and skill development, with local workers receiving training from Chinese experts [4] Group 3: Cotton Industry Collaboration - China has been actively collaborating with Central Asian countries in the cotton sector, leveraging the region's favorable growing conditions [5][6] - Joint laboratories and technology demonstration zones have been established to enhance cotton production and processing techniques [6] - The cooperation has resulted in a complete cotton industry chain in Tajikistan, from planting to processing [6][7] Group 4: Broader Agricultural Cooperation - The agricultural cooperation extends beyond cotton to include rice, veterinary science, and fruit tree cultivation [7] - The partnership aims to improve the overall agricultural research and industry standards in Central Asian countries [7] - The long-term nature of agricultural investments necessitates building strong relationships with local communities and stakeholders [7]

Core Viewpoint - The news highlights the successful implementation of digital technology in rural collective asset management in Xunyang City, leading to improved financial transparency and efficiency in managing collective funds [1][2][4]. Group 1: Financial Performance - Xunyang City's rural collective assets exceeded 3.041 billion yuan, with operational income reaching 51.7083 million yuan in 2024 [1]. - The Lujiatai community's cooperative generated over 4 million yuan in annual income, with per capita dividends of 3,000 yuan for members and 5,000 yuan for seniors [2]. Group 2: Digital Technology Implementation - The "Shan Nong Jing" platform has been pivotal in enhancing the management of rural collective assets, allowing for a streamlined process of fund application, review, and payment [2][3]. - The "Yin Nong Zhi Lian" system has transformed traditional payment methods, ensuring that every transaction is traceable and accountable, thus enhancing fund security [3][4]. Group 3: Regulatory Framework - A four-level review system has been established in Mapi Town, ensuring comprehensive oversight of fund applications, approvals, and payments [3]. - The "Four Discussions and Two Publications" procedure is now mandatory for all fund expenditures in the town, significantly reducing cash payment risks [4].

Core Insights - The beef cattle industry in Jingyuan County, Ningxia, is a traditional stronghold for local economic development, with the Jingyuan Yellow Cattle brand valued at over 3.5 billion yuan [1] - The county has implemented comprehensive support policies for the entire industry chain, enhancing breeding scale and industrialization levels [1][2] Industry Development - As of now, there are over 6,800 beef cattle farmers in Jingyuan County, accounting for 30% of the rural resident households [1] - The county has attracted external beef processing enterprises and nurtured local businesses to extend the industry chain [2] Product Innovation - The Ningxia Yuan Niu Agricultural and Animal Husbandry Technology Co., Ltd. has improved beef preservation from 3 days to 7 days while reducing costs by 30% through modern packaging techniques [2] - Jingyuan County has developed over 50 products in four major series, including premium cuts and frozen beef products, which are sold through various retail channels [2] Market Expansion - Currently, there are 96 sales outlets for Jingyuan Yellow Beef across the country, with products distributed to over 20 provinces and cities, including major urban centers [3] - The products are available in large supermarkets and online platforms, enhancing market reach [3] Future Projections - By the end of 2025, the beef cattle population in Jingyuan County is expected to reach 120,000, with livestock output value projected to be 390 million yuan, contributing to an overall industry chain value exceeding 1 billion yuan [4]

生猪产业日报 2025-06-17 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 13815 | 35 主力合约持仓量:生猪(日,手) | 78433 | 927 | | | 仓单数量:生猪(日,手) | 750 | 0 期货前20名持仓:净买单量:生猪(日,手) | -11587 | -465 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 14200 | 200 生猪价 吉林 四平(日,元/吨) | 14100 | 10 ...

财联社记者从多位知情人士处获悉，近期有关部门召开了生猪生产调度会，会议提出了具体的 生猪生产调控目标，将对全国能繁母猪存栏量在现有基础上调减100万头左右，降至3950万 头。 （财联社记者王平安 张晨静 刘建） ...

1. Report Industry Investment Ratings - The investment rating for the pig market is cautiously bearish [3] - The investment rating for the egg market is neutral [5] 2. Core Views - In the pig market, the futures price is boosted by state purchasing, but the supply - demand imbalance of more supply and less demand will continue due to weight reduction of pigs for sale and stable consumption demand. In the long run, with profits in pig farming, there's little possibility of short - term capacity adjustment, and the spot price is likely to be under pressure. The prospects of frozen pork and second - round fattening demand are not good, and the pattern of strong supply and weak demand will persist [2] - In the egg market, as schools are on holiday, school demand declines, while tourism and catering demand rises. There's also replenishment demand during the "618" event. However, due to high temperature and humidity, egg storage time is shortened, and traders are cautious in purchasing. Overall demand remains weak, and there's no major positive factor to boost demand in the short term [4] 3. Summary by Relevant Catalogs Pig Market Market News and Important Data - Futures: The closing price of the live pig 2509 contract was 13,780 yuan/ton yesterday, a change of - 10.00 yuan/ton (- 0.07%) from the previous trading day [1] - Spot: In Henan, the price of external ternary live pigs was 14.28 yuan/kg, up 0.12 yuan/kg from the previous day; in Jiangsu, it was 14.58 yuan/kg, up 0.15 yuan/kg; in Sichuan, it was 13.98 yuan/kg, up 0.05 yuan/kg. The spot basis in Henan was LH09 + 500, up 280; in Jiangsu, it was LH09 + 800, up 300; in Sichuan, it was LH09 + 200, up 160 [1] - Agricultural product wholesale prices on June 16: The "Agricultural Product Wholesale Price 200 Index" was 112.83, down 0.12 points from last Friday; the "Vegetable Basket" product wholesale price index was 112.86, down 0.14 points. The average price of pork was 20.37 yuan/kg, up 0.5%; beef was 63.45 yuan/kg, down 0.1%; mutton was 59.61 yuan/kg, down 0.3%; eggs were 7.28 yuan/kg, unchanged; white - striped chicken was 17.20 yuan/kg, up 0.2% [1] Market Analysis - The futures price is supported by state purchasing, but the weight reduction of pigs for sale is just starting, and the supply is expected to increase. With stable consumption demand, the oversupply situation will continue. There are still profits in pig farming, so there's little short - term capacity adjustment, and the spot price will likely be under pressure. The demand for frozen pork and second - round fattening won't increase significantly [2] Strategy - Cautiously bearish [3] Egg Market Market News and Important Data - Futures: The closing price of the egg 2507 contract was 3,582 yuan/500 kilograms yesterday, a change of + 26.00 yuan (+ 0.73%) from the previous trading day [3] - Spot: In Liaoning, the egg spot price was 2.49 yuan/jin, up 0.09 yuan; in Shandong, it was 2.70 yuan/jin, up 0.10 yuan; in Hebei, it was 2.62 yuan/jin, up 0.06 yuan. The spot basis in Liaoning was JD07 - 1092, up 64; in Shandong, it was JD07 - 882, up 74; in Hebei, it was JD07 - 962, up 34 [3] - On June 16, the national production - link inventory was 0.82 days, down 0.23 days from the previous day, and the circulation - link inventory was 1.19 days, down 0.33 days [3] Market Analysis - School demand declines as schools are on holiday, while tourism and catering demand rises. There's also replenishment demand during the "618" event. However, due to high temperature and humidity, egg storage time is shortened, and traders are cautious in purchasing. Overall demand remains weak, and there's no major positive factor to boost demand in the short term [4] Strategy - Neutral [5]

Core Viewpoint - The agricultural cooperation between China and Kazakhstan is flourishing due to complementary resources and technologies, strong governmental support, and a historical friendship that fosters mutual understanding and trust [2][4][8]. Group 1: Agricultural Cooperation Foundations - Kazakhstan's abundant land and water resources provide a strong foundation for agricultural development, while China's advanced agricultural technologies and experience enhance production efficiency [2]. - The partnership involves Kazakhstan supplying raw materials and China providing technology and investment, enabling high-value joint projects [2]. - Historical ties and ongoing exchanges in trade, culture, and agriculture have established a solid basis for current cooperation [2]. Group 2: Achievements in Agricultural Projects - The establishment of the China-Kazakhstan Grain and Oil Crop Production Technology Demonstration Park has led to successful trials of various crop varieties, including spring wheat and potatoes, with promising results [4][5]. - New wheat varieties developed through joint efforts are expected to increase yields by 25%, translating to an additional 37.5 kg per acre compared to local varieties [5]. - Collaborative research in livestock aims to improve milk production and quality, with ongoing projects focused on feed quality and breeding [7]. Group 3: Future Cooperation Opportunities - Future collaboration could focus on digital agriculture, enhancing data applications and smart monitoring systems to improve crop yields by over 15% [8]. - Cross-border e-commerce initiatives could leverage existing logistics to expand the trade of quality agricultural products [8]. - Carbon farming projects, such as saline-alkali land improvement, could provide ecological benefits and additional carbon credits [8][9]. Group 4: Broader Implications - The ongoing Belt and Road Initiative is expected to deepen agricultural cooperation, leading to further advancements in the agricultural sector [11]. - The cooperative model established between China and Kazakhstan may serve as a replicable framework for other Central Asian countries, albeit with necessary adaptations to local conditions [8].